Plan5500

Eagle Alloy, Inc. Employee Stock Ownership Plan — Form 5500 plan (Eagle Alloy, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Eagle Alloy, Inc. Employee Stock Ownership Plan is a benefit plan reported by Eagle Alloy, Inc. under EIN 38-2219733 and plan number 002. The latest loaded filing year is 2023. The filing reports 400 participants and $82,258,601 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eagle Alloy, Inc.
EIN
38-2219733
Plan number
002
Plan type
2
Location
Muskegon, MI
Latest filing year
2023
Participants
400
End-of-year plan assets
$82,258,601

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023400H, C20250715093432NAL0002691408001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,258,601
Total liabilities (EOY)
$0
Net assets (EOY)
$82,258,601
Net assets (BOY)
$69,966,101

Income & contributions

Employer contributions
$4,205,000
Total contributions
$4,205,000
Total income / additions
$16,679,528

Expenses & distributions

Benefits paid
$4,361,907
Administrative expenses
$25,121
Total expenses
$4,387,028
Net increase / (decrease)
$12,292,500

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Menke & AssociatesNONE$16,086not reported in the loaded dataset2023
Esi EquityNONE$8,450not reported in the loaded dataset2023

Related Form 5500 pages